Alternatives

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Advisers preach calm, buckle in as markets bounce
INVESTING EQUITIES JAN 12, 2015
Advisers preach calm, buckle in as markets bounce

Financial advisers aren't exactly shrugging off the recent bout of stock market volatility that has ushered in the New Year, but they're also not ready to call it the start of a much larger pullback that should be addressed with portfolio adjustments.

INVESTING ALTERNATIVES JAN 12, 2015
Schorsch exits key company that was part of his REIT empire

The REIT czar resigned from American Realty Capital Properties, which has lost more than a quarter of its value since <a href="//www.investmentnews.com/article/20141029/FREE/141029916/schorschs-american-realty-capital-discloses-serious-accounting&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">disclosing accounting errors.</a>

INVESTING ALTERNATIVES JAN 12, 2015
Schorsch-related nontraded REIT sales drop in November

Fundraising for American Realty Capital REITs declined 58% last month while Cole Capital suffered an 81% falloff in the wake of an accounting scandal. <i>(See also: <a href="//www.investmentnews.com/article/20141208/FREE/141209911/st-nicholas-puts-holidays-on-ice&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">St. Nicholas puts holidays on ice</a>)</i>

INVESTING ALTERNATIVES JAN 12, 2015
Nicholas Schorsch steps back from some nontraded REITs

Nicholas Schorsch is taking a step back from the top role at three nontraded REITs he controls, handing the reins of two to his longtime investment partner. <i>See also: <a href="//www.investmentnews.com/article/20140917/INFOGRAPHIC/140919935&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">Schorsch's vast web of businesses</a></i>

INVESTING ALTERNATIVES JAN 09, 2015
Two advisers owe $6.3M for selling hedge funds linked to Madoff

Cited for due-diligence failure and not mentioning millions in fees received.

INVESTING ALTERNATIVES JAN 08, 2015
Want to build a better portfolio? Consider smart beta strategies

Determining whether these ideas have a place in client portfolios, and how to adjust allocations to take advantage of them.

Advisers punished for diversifying globally
INVESTING EQUITIES JAN 08, 2015
Advisers punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

Volatility in stocks expected to climb amid anxiety over oil, global growth, rates
INVESTING EQUITIES JAN 08, 2015
Volatility in stocks expected to climb amid anxiety over oil, global growth, rates

S&amp;P 500 caps first four-session loss in 13 months Monday with big decline as fear gauge spikes.

That first interest rate hike might feel like a doozy
INVESTING EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

INVESTING EQUITIES JAN 08, 2015
From big rallies to fallen (bond) kings, we saw it all in 2014

Liquid alts and robo-advice emerge as major stories

INVESTING ALTERNATIVES JAN 08, 2015
With no inflation and oil falling, gold loses appeal for investors

Cheaper energy means there are no signs that inflation is approaching the Fed's 2% target, says Bill Gross.

INVESTING RIAS JAN 07, 2015
SEC Investor Advocate: Budget boost 'insufficient' for full adviser exam coverage

The budget increase the SEC received from Congress is &#8220;insufficient&#8221; to significantly boost investment-adviser examinations, according to an SEC official charged with representing retail investors.

Grant Thornton resigns as auditor for eight Schorsch-linked nontraded REITs
INVESTING ALTERNATIVES JAN 06, 2015
Grant Thornton resigns as auditor for eight Schorsch-linked nontraded REITs

The accountant for eight nontraded REITs managed by Nicholas Schorsch's privately held real estate manager, American Realty Capital, has resigned.

Simple due diligence rules for investing in alternatives
INVESTING ALTERNATIVES JAN 06, 2015
Simple due diligence rules for investing in alternatives

Answers to three big questions when investigating nontraded REITs, BDCs are key before investing client assets

iShares says not so fast on passive investing winning the day
INVESTING EQUITIES JAN 06, 2015
iShares says not so fast on passive investing winning the day

iShares manager says money from active managers was primary driver of record 2014.

INVESTING RIAS JAN 06, 2015
Wilshire rolls out BDC index, setting the stage for investible versions

Index will mainly act as a benchmark for the universe of six dozen individual BDCs until an investible version is created.

INVESTING EQUITIES JAN 06, 2015
As hot as liquid alts are, most can't compete against the bull market

'The only thing that's working right now is the S&amp;P'

INVESTING ALTERNATIVES JAN 06, 2015
Citigroup slaps 'buy' rating on RCAP as Moody's lowers ARCP debt to junk status

'Upside outweighs downside,' according to RCAP analyst; debt downgrade result of resignations

Former SEC enforcement head Robert Khuzami to defend ex-ARCP chief David Kay
INVESTING ALTERNATIVES JAN 04, 2015
Former SEC enforcement head Robert Khuzami to defend ex-ARCP chief David Kay

Mr. Khuzami, who is now a partner at Kirkland &amp; Ellis, has signed on as Mr. Kay's attorney in the defense of a complaint filed in December.

INVESTING ALTERNATIVES JAN 04, 2015
Nicholas Schorsch's REIT empire is under siege

A blockbuster lawsuit alleging misconduct by Nicholas Schorsch is one of many issues confronting his vast real estate empire.